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Ishares Tr shares owned by One Capital Management

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by One Capital Management from 13F filings

Historical chart of One Capital Management investment in Ishares Tr

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All positions including Ishares Tr held by One Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by One Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 5.0k 57.31
2025-06-30 $283k 5.2k 53.93
2025-03-31 $245k 5.2k 46.67
2024-12-31 $271k 5.4k 49.72

More positions owned by One Capital Management

iShares 5-10 Year Investment Grade Corp Bond ETF Ishs 5-10yr Invt (IGIB)
iShares National Muni Bond ETF National Mun Etf (MUB)
FundX Future Fund Opportunities Fundx Invt Tr (FFOX)
NVIDIA Corporation (NVDA)
Dimensional Intern Core EQT MKT ETF Intl Core Eqt Mk (DFAI)
ONE Global ETF The Future Fund (FFND)
iShares Broad USD High Yield Corp Bond ETF Broad Usd High (USHY)
iShares 1-5 Year Investment Grade Corporate Bond ETF Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
WisdomTree U.S. Quality Dividend Growth ETF Us Qtly Div Grt (DGRW)
First Trust Senior Loan ETF Senior Ln Fd (FTSL)
FundX ETF Fundx Etf (XCOR)
JPMorgan US Quality Factor ETF Us Qualty Fctr (JQUA)
FundX Flexible ETF Flexible Etf (XFLX)
Invesco QQQ Trust Unit Ser 1 (QQQ)

View all positions for One Capital Management

Top funds holding Ishares Tr

Envestnet Asset Management
BlackRock
LPL Financial
Sei Investments
SigFig Wealth Management
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Federation des caisses Desjardins du Quebec
Mackenzie Financial
Park Avenue Securities
Hanson McClain Advisors
Financial Connections Group
Cetera Investment Advisers
Spinnaker Trust
Royal Bank of Canada

View all funds holding Ishares Tr